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BCA Insights

BCA Research’s mission is to shape the level of conviction with which our clients make investment decisions. One way we do this is by delivering forecasts and leading-edge analysis of all the major asset classes and economies. Gain insight into our independent global macro research through these complimentary reports

The ECB and BoJ Diverge: Implications For Markets

Last week was a busy one for the major central banks in the G10. We have already discussed the bond and FX implications of the Fed’s “hawkish hold” in a previous Insight. In this new Insight, we cover the European Central Bank (ECB) and Bank of Japan (BoJ) meetings, which highlighted the ever-widening policy divergence between the two central banks.

Foreign Exchange Strategy